Tri-Continental Corporation(TY)

$34.46▼-0.09 (-0.26%)

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Tri-Continental Corporation(TY)

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$34.46▼-0.09 (-0.26%)

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TY(TY)

Overview Intelligence Chart Fundamentals Key Metrics Earnings Growth Analysts Financials Insiders Institutional

Institutional Ownership

Top 206 Institutional Holders

Holder	Shares	Date	Change	% Held
Saba Capital Management, L.P.	735.10K	Mar 31, 26	+33.50K	1.41%
MORGAN STANLEY	553.80K	Mar 31, 26	-8.62K	1.07%
LAZARD ASSET MANAGEMENT LLC	514.53K	Mar 31, 26	-3.09K	0.99%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	430.04K	Mar 31, 26	+9.11K	0.83%
Allspring Global Investments Holdings, LLC	366.01K	Mar 31, 26	+31.76K	0.70%
RAYMOND JAMES FINANCIAL INC	260.98K	Mar 31, 26	-12.74K	0.50%
UBS Group AG	213.27K	Mar 31, 26	-48.93K	0.41%
Colony Group, LLC	198.74K	Mar 31, 26	+6.05K	0.38%
UMB Bank, n.a.	177.79K	Mar 31, 26	-2.79K	0.34%
WELLS FARGO & COMPANY/MN	166.09K	Mar 31, 26	-9.43K	0.32%
Uncommon Cents Investing LLC	159.67K	Mar 31, 26	-185	0.31%
Cornerstone Advisory, LLC	151.57K	Mar 31, 26	+4.10K	0.29%
Hennion & Walsh Asset Management, Inc.	144.77K	Mar 31, 26	+21.00K	0.28%
ADVISOR GROUP HOLDINGS, INC.	123.08K	Mar 31, 26	+98.25K	0.24%
STIFEL FINANCIAL CORP	103.65K	Mar 31, 26	+3.78K	0.20%
Mariner, LLC	96.59K	Mar 31, 26	+2.68K	0.19%
Shaker Financial Services, LLC	93.66K	Mar 31, 26	+23.22K	0.18%
1620 INVESTMENT ADVISORS, INC.	92.65K	Mar 31, 26	+312	0.18%
EP Wealth Advisors, LLC	86.27K	Mar 31, 26	-1.85K	0.17%
FIRST TRUST ADVISORS LP	84.59K	Mar 31, 26	+11.25K	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	82.63K	Mar 31, 26	-44.41K	0.16%
Altium Capital Management LP	78.92K	Mar 31, 26	+38.47K	0.15%
LPL Financial LLC	78.69K	Mar 31, 26	-2.61K	0.15%
Capstone Financial Advisors, Inc.	75.51K	Mar 31, 26	--	0.15%
D.A. DAVIDSON & CO.	73.11K	Mar 31, 26	-1.03K	0.14%
Platform Technology Partners	67.00K	Mar 31, 26	--	0.13%
RB Capital Management, LLC	60.97K	Mar 31, 26	-2.52K	0.12%
ROYAL BANK OF CANADA	58.24K	Mar 31, 26	+1.07K	0.11%
COMMONWEALTH EQUITY SERVICES, LLC	55.26K	Mar 31, 26	+1.31K	0.11%
Concurrent Investment Advisors, LLC	49.34K	Mar 31, 26	+4.53K	0.09%
Cambridge Investment Research Advisors, Inc.	48.35K	Mar 31, 26	-182	0.09%
BANK OF AMERICA CORP /DE/	46.88K	Mar 31, 26	+53	0.09%
Allworth Financial LP	41.19K	Mar 31, 26	+100	0.08%
Beckerman Institutional, LLC	39.99K	Mar 31, 26	-510	0.08%
Pathstone Holdings, LLC	38.66K	Mar 31, 26	+25.88K	0.07%
Quadrant Private Wealth Management, LLC	38.41K	Mar 31, 26	--	0.07%
Steward Partners Investment Advisory, LLC	38.09K	Mar 31, 26	+6.46K	0.07%
WHITENER CAPITAL MANAGEMENT, INC.	33.82K	Mar 31, 26	+69	0.07%
ALBION FINANCIAL GROUP /UT	30.50K	Mar 31, 26	--	0.06%
Altus Wealth Group LLC	29.61K	Mar 31, 26	-568	0.06%
HighTower Advisors, LLC	29.07K	Mar 31, 26	+137	0.06%
WOLVERINE ASSET MANAGEMENT LLC	28.68K	Mar 31, 26	+22.72K	0.06%
Creative Planning	25.95K	Mar 31, 26	+153	0.05%
THRIVENT FINANCIAL FOR LUTHERANS	25.91K	Mar 31, 26	--	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	24.64K	Mar 31, 26	+1.12K	0.05%
Advisors Asset Management, Inc.	24.60K	Mar 31, 26	-400	0.05%
Baltimore-Washington Financial Advisors, Inc.	24.42K	Mar 31, 26	--	0.05%
PNC FINANCIAL SERVICES GROUP, INC.	22.82K	Mar 31, 26	+6.21K	0.04%
Cetera Investment Advisers	22.61K	Mar 31, 26	-460	0.04%
GUGGENHEIM CAPITAL LLC	21.08K	Mar 31, 26	-5.81K	0.04%
KIRR MARBACH & CO LLC /IN/	19.88K	Mar 31, 26	--	0.04%
Kestra Advisory Services, LLC	19.03K	Mar 31, 26	+70	0.04%
Stolper Co	18.45K	Mar 31, 26	-43.20K	0.04%
Cerity Partners LLC	18.35K	Mar 31, 26	+3.24K	0.04%
Foundations Investment Advisors, LLC	17.82K	Mar 31, 26	+113	0.03%
JOHNSON INVESTMENT COUNSEL INC	16.93K	Mar 31, 26	+5	0.03%
First PREMIER Bank	16.57K	Mar 31, 26	--	0.03%
CITADEL ADVISORS LLC	15.66K	Mar 31, 26	-29.21K	0.03%
JPMORGAN CHASE & CO	15.61K	Mar 31, 26	-196	0.03%
Tower Wealth Partners, Inc.	15.60K	Mar 31, 26	+140	0.03%
Rockefeller Capital Management L.P.	15.53K	Mar 31, 26	+878	0.03%
MGO ONE SEVEN LLC	15.33K	Mar 31, 26	-6.52K	0.03%
Successful Portfolios LLC	15.21K	Mar 31, 26	+8	0.03%
DELTA CAPITAL MANAGEMENT LLC	13.34K	Mar 31, 26	--	0.03%
Waverly Advisors, LLC	12.94K	Mar 31, 26	+24	0.02%
FIRST FINANCIAL BANKSHARES INC	12.72K	Mar 31, 26	--	0.02%
MSH Capital Advisors LLC	12.72K	Mar 31, 26	--	0.02%
TWIN FOCUS CAPITAL PARTNERS, LLC	12.61K	Mar 31, 26	--	0.02%
XTX Topco Ltd	12.36K	Mar 31, 26	+4.30K	0.02%
CORA CAPITAL ADVISORS LLC	11.98K	Mar 31, 26	--	0.02%
Joel Isaacson & Co., LLC	11.87K	Mar 31, 26	--	0.02%
CI Private Wealth, LLC	11.76K	Mar 31, 26	-229	0.02%
Savvy Advisors, Inc.	11.60K	Mar 31, 26	--	0.02%
SEI INVESTMENTS CO	11.34K	Mar 31, 26	+11.34K	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	11.25K	Mar 31, 26	+1.89K	0.02%
Private Advisor Group, LLC	11.12K	Mar 31, 26	-346	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	11.01K	Mar 31, 26	--	0.02%
NorthRock Partners, LLC	10.45K	Mar 31, 26	+10.45K	0.02%
Koshinski Asset Management, Inc.	10.20K	Mar 31, 26	--	0.02%
American Institute for Advanced Investment Management, LLP	10.17K	Mar 31, 26	--	0.02%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	10.14K	Mar 31, 26	+10.14K	0.02%
OPPENHEIMER & CO INC	10.01K	Mar 31, 26	+3	0.02%
Integrated Wealth Concepts LLC	9.94K	Mar 31, 26	+9.94K	0.02%
NORTHERN TRUST CORP	9.82K	Mar 31, 26	-2	0.02%
MERIDIAN INVESTMENT COUNSEL INC.	9.76K	Mar 31, 26	--	0.02%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	9.27K	Mar 31, 26	--	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8.90K	Mar 31, 26	+496	0.02%
AQR CAPITAL MANAGEMENT LLC	8.67K	Mar 31, 26	+507	0.02%
TANDEM CAPITAL MANAGEMENT CORP /ADV	8.30K	Mar 31, 26	--	0.02%
AMERIPRISE FINANCIAL INC	8.02K	Mar 31, 26	-1.02K	0.02%
Quantinno Capital Management LP	7.95K	Mar 31, 26	-623	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	7.53K	Mar 31, 26	-594	0.01%
Gateway Wealth Partners, LLC	7.44K	Mar 31, 26	+7.44K	0.01%
PRENTISS SMITH & CO INC	7.03K	Mar 31, 26	--	0.01%
Independent Family Office, LLC	6.99K	Mar 31, 26	--	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	6.61K	Mar 31, 26	--	0.01%
Baird Financial Group, Inc.	6.55K	Mar 31, 26	-1.30K	0.01%
CWM, LLC	6.42K	Mar 31, 26	+3	0.01%
Quantedge Capital Pte Ltd	6.35K	Mar 31, 26	+6.35K	0.01%
Ancora Advisors, LLC	5.90K	Mar 31, 26	--	0.01%
Quent Capital, LLC	5.41K	Mar 31, 26	--	0.01%
UHLMANN PRICE SECURITIES, LLC	5.39K	Mar 31, 26	+5.39K	0.01%
BESSEMER GROUP INC	5.00K	Mar 31, 26	+2.20K	0.01%
MAI Capital Management	4.99K	Mar 31, 26	--	0.01%
US BANCORP \DE\	4.99K	Mar 31, 26	--	0.01%
First Command Advisory Services, Inc.	4.69K	Mar 31, 26	--	0.01%
Crews Bank & Trust	4.43K	Mar 31, 26	--	0.01%
BROWN, LISLE/CUMMINGS, INC.	4.20K	Mar 31, 26	--	0.01%
BNP PARIBAS ARBITRAGE, SNC	3.29K	Mar 31, 26	-5.11K	0.01%
CITIGROUP INC	3.25K	Mar 31, 26	--	0.01%
Parallel Advisors, LLC	3.24K	Mar 31, 26	--	0.01%
CENTRAL TRUST Co	3.10K	Mar 31, 26	-1.91K	0.01%
BROWN BROTHERS HARRIMAN & CO	3.06K	Mar 31, 26	--	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.05K	Mar 31, 26	--	0.01%
North Star Investment Management Corp.	2.99K	Mar 31, 26	+2.99K	0.01%
GHP Investment Advisors, Inc.	2.77K	Mar 31, 26	--	0.01%
ATWOOD & PALMER INC	2.73K	Mar 31, 26	--	0.01%
JONES FINANCIAL COMPANIES LLLP	2.64K	Mar 31, 26	--	0.01%
Clearstead Advisors, LLC	2.50K	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	2.23K	Mar 31, 26	+1.97K	0.00%
ASSETMARK, INC	1.64K	Mar 31, 26	--	0.00%
NBT BANK N A /NY	1.48K	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	1.47K	Mar 31, 26	-535	0.00%
Costello Asset Management, INC	1.38K	Mar 31, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	1.31K	Mar 31, 26	+1.31K	0.00%
HM PAYSON & CO	1.18K	Mar 31, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	1.16K	Mar 31, 26	+6	0.00%
BRYN MAWR TRUST Co	992	Mar 31, 26	--	0.00%
Hanson & Doremus Investment Management	929	Mar 31, 26	+929	0.00%
Advisory Services Network, LLC	612	Mar 31, 26	+612	0.00%
CX Institutional	602	Mar 31, 26	+5	0.00%
CVA Family Office, LLC	464	Mar 31, 26	--	0.00%
Hilltop National Bank	370	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	368	Mar 31, 26	--	0.00%
SJS Investment Consulting Inc.	231	Mar 31, 26	--	0.00%
First Pacific Financial	230	Mar 31, 26	+2	0.00%
Thomas J. Herzfeld Advisors, Inc.	195	Mar 31, 26	+1	0.00%
IFP Advisors, Inc	180	Mar 31, 26	--	0.00%
Stone House Investment Management, LLC	147	Mar 31, 26	+1	0.00%
Sound Income Strategies, LLC	145	Mar 31, 26	+60	0.00%
Strategic Investment Solutions, Inc. /IL	134	Mar 31, 26	--	0.00%
Center for Financial Planning, Inc.	25	Mar 31, 26	--	0.00%
NewEdge Advisors, LLC	--	Mar 31, 26	-138	--
RETIREMENT INCOME SOLUTIONS, INC	--	Mar 31, 26	-6.21K	--
TIAA TRUST, NATIONAL ASSOCIATION	--	Mar 31, 26	-10.14K	--
Choate Investment Advisors	--	Mar 31, 26	-6.58K	--
Commonwealth Retirement Investments LLC	--	Mar 31, 26	-900	--
Mezzasalma Advisors, LLC	--	Mar 31, 26	-6.25K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-17.17K	--
Heritage Wealth Advisors	18.17K	Dec 31, 25	-860	0.03%
Main Street Financial Solutions, LLC	6.29K	Dec 31, 25	-297	0.01%
CIBC Private Wealth Group, LLC	3.88K	Dec 31, 25	--	0.01%
McIlrath & Eck, LLC	2.29K	Dec 31, 25	+135	0.00%
COMERICA BANK	--	Dec 31, 25	-1.36K	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-819	--
Mascagni Wealth Management, Inc.	--	Dec 31, 25	-6.20K	--
Bard Financial Services, Inc.	444.96K	Sep 30, 25	-25.84K	0.86%
Priebe Wealth Holdings LLC	7.58K	Jun 30, 25	-1.55K	0.01%
Transform Wealth, LLC	18.44K	Mar 31, 25	--	0.04%
Sheaff Brock Investment Advisors, LLC	12.19K	Mar 31, 25	-20	0.02%
HTLF Bank	217.70K	Dec 31, 24	-6.00K	0.42%
RAYMOND JAMES & ASSOCIATES	206.44K	Sep 30, 24	-89.97K	0.40%
Raymond James Financial Services Advisors, Inc.	138.78K	Sep 30, 24	-80.27K	0.27%
9258 Wealth Management, LLC	6.73K	Sep 30, 24	-284	0.01%
Carmichael Hill & Associates, Inc.	4.96K	Sep 30, 24	--	0.01%
RAYMOND JAMES TRUST N.A.	--	Sep 30, 24	-9.33K	--
Relative Value Partners Group, LLC	--	Jun 30, 24	-236.14K	--
Cetera Advisors LLC	16.87K	Mar 31, 24	+8.65K	0.03%
Retirement Group, LLC	83	Mar 31, 24	--	0.00%
DUBUQUE BANK & TRUST CO	249.72K	Sep 30, 23	-9.04K	0.48%
PATHSTONE FAMILY OFFICE, LLC	11.29K	Sep 30, 23	--	0.02%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	9.62K	Sep 30, 23	--	0.02%
TIAA, FSB	22.77K	Jun 30, 23	--	0.04%
BDO Wealth Advisors, LLC	--	Jun 30, 23	-125	--
GOFEN & GLOSSBERG LLC /IL/	8.83K	Dec 31, 22	--	0.02%
Laurel Wealth Advisors, Inc.	--	Dec 31, 22	-9.18K	--
FourThought Financial, LLC	9.64K	Sep 30, 22	-1.18K	0.02%
American Portfolios Advisors	300	Sep 30, 22	+2	0.00%
STRATEGIC CAPITAL ADVISERS, INC.	22.64K	Jun 30, 22	+98	0.04%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	537.67K	Mar 31, 22	-59.64K	1.03%
Barrett Asset Management, LLC	5.06K	Mar 31, 22	-1.00K	0.01%
NEXT Financial Group, Inc	1.73K	Dec 31, 21	-1.45K	0.00%
CORNERSTONE ADVISORS INC	--	Dec 31, 21	--	--
Winslow, Evans & Crocker, Inc.	4.39K	Dec 31, 20	+50	0.01%
Cornerstone Advisors, Inc.	823	Sep 30, 20	--	0.00%
Advisor Group, Inc.	14.93K	Dec 31, 19	+3.44K	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	13.11K	Dec 31, 19	+661	0.03%
Guidant Wealth Advisors	2.60K	Sep 30, 19	+7	0.01%
TRUST DEPARTMENT MB FINANCIAL BANK N A	40	Mar 31, 19	+40	0.00%
Signature Financial Management, Inc.	86.11K	Dec 31, 18	--	0.17%
Vantage Investment Advisors, LLC	129	Sep 30, 18	--	0.00%
SII INVESTMENTS INC/WI	--	Dec 31, 17	-17.56K	--
Commonwealth Equity Services, Inc	63.41K	Jun 30, 17	+3.49K	0.12%
BlackRock Investment Management, LLC	1.00K	Dec 31, 16	+1.00K	0.00%
MSI Financial Services Inc	560	Dec 31, 16	-1	0.00%
Gupta Wealth Management LLC	276	Mar 31, 16	+276	0.00%
SOUTH GEORGIA CAPITAL, LLC	200	Sep 30, 15	--	0.00%
Relative Value Partners, LLC	1.95M	Mar 31, 15	+26.64K	3.75%
STANCORP INVESTMENT ADVISERS INC	4.70K	Mar 31, 15	+4.70K	0.01%
Mariner Wealth Advisors-NYC, LLC	570	Mar 31, 15	+570	0.00%
NEW ENGLAND SECURITIES CORP /MA/	10	Dec 31, 14	--	0.00%
UBS AG	57.67K	Sep 30, 14	+6.34K	0.11%
COMMUNITY BANK SYSTEM, INC.	8.00K	Sep 30, 14	--	0.02%
1919 Investment Counsel, LLC	--	Sep 30, 14	-837	--
RBC Dominion Securities Inc.	12.06K	Dec 31, 08	+12.06K	0.02%
RBC Capital Markets, LLC	1.00K	Mar 31, 01	+1.00K	0.00%

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Holder

Date

Change

% Held

Saba Capital Management, L.P.

735.10K

Mar 31, 26

+33.50K

1.41%

MORGAN STANLEY

553.80K

Mar 31, 26

-8.62K

1.07%

LAZARD ASSET MANAGEMENT LLC

514.53K

Mar 31, 26

-3.09K

0.99%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

430.04K

Mar 31, 26

+9.11K

0.83%

Allspring Global Investments Holdings, LLC

366.01K

Mar 31, 26

+31.76K

0.70%

RAYMOND JAMES FINANCIAL INC

260.98K

Mar 31, 26

-12.74K

0.50%

UBS Group AG

213.27K

Mar 31, 26

-48.93K

0.41%

Colony Group, LLC

198.74K

Mar 31, 26

+6.05K

0.38%

UMB Bank, n.a.

177.79K

Mar 31, 26

-2.79K

0.34%

WELLS FARGO & COMPANY/MN

166.09K

Mar 31, 26

-9.43K

0.32%

Uncommon Cents Investing LLC

159.67K

Mar 31, 26

-185

0.31%

Cornerstone Advisory, LLC

151.57K

Mar 31, 26

+4.10K

0.29%

Hennion & Walsh Asset Management, Inc.

144.77K

Mar 31, 26

+21.00K

0.28%

ADVISOR GROUP HOLDINGS, INC.

123.08K

Mar 31, 26

+98.25K

0.24%

STIFEL FINANCIAL CORP

103.65K

Mar 31, 26

+3.78K

0.20%

Mariner, LLC

96.59K

Mar 31, 26

+2.68K

0.19%

Shaker Financial Services, LLC

93.66K

Mar 31, 26

+23.22K

0.18%

1620 INVESTMENT ADVISORS, INC.

92.65K

Mar 31, 26

+312

0.18%

EP Wealth Advisors, LLC

86.27K

Mar 31, 26

-1.85K

0.17%

FIRST TRUST ADVISORS LP

84.59K

Mar 31, 26

+11.25K

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

82.63K

Mar 31, 26

-44.41K

0.16%

Altium Capital Management LP

78.92K

Mar 31, 26

+38.47K

0.15%

LPL Financial LLC

78.69K

Mar 31, 26

-2.61K

0.15%

Capstone Financial Advisors, Inc.

75.51K

Mar 31, 26

0.15%

D.A. DAVIDSON & CO.

73.11K

Mar 31, 26

-1.03K

0.14%

Platform Technology Partners

67.00K

Mar 31, 26

0.13%

RB Capital Management, LLC

60.97K

Mar 31, 26

-2.52K

0.12%

ROYAL BANK OF CANADA

58.24K

Mar 31, 26

+1.07K

0.11%

COMMONWEALTH EQUITY SERVICES, LLC

55.26K

Mar 31, 26

+1.31K

0.11%

Concurrent Investment Advisors, LLC

49.34K

Mar 31, 26

+4.53K

0.09%

Cambridge Investment Research Advisors, Inc.

48.35K

Mar 31, 26

-182

0.09%

BANK OF AMERICA CORP /DE/

46.88K

Mar 31, 26

+53

0.09%

Allworth Financial LP

41.19K

Mar 31, 26

+100

0.08%

Beckerman Institutional, LLC

39.99K

Mar 31, 26

-510

0.08%

Pathstone Holdings, LLC

38.66K

Mar 31, 26

+25.88K

0.07%

Quadrant Private Wealth Management, LLC

38.41K

Mar 31, 26

0.07%

Steward Partners Investment Advisory, LLC

38.09K

Mar 31, 26

+6.46K

0.07%

WHITENER CAPITAL MANAGEMENT, INC.

33.82K

Mar 31, 26

+69

0.07%

ALBION FINANCIAL GROUP /UT

30.50K

Mar 31, 26

0.06%

Altus Wealth Group LLC

29.61K

Mar 31, 26

-568

0.06%

HighTower Advisors, LLC

29.07K

Mar 31, 26

+137

0.06%

WOLVERINE ASSET MANAGEMENT LLC

28.68K

Mar 31, 26

+22.72K

0.06%

Creative Planning

25.95K

Mar 31, 26

+153

0.05%

THRIVENT FINANCIAL FOR LUTHERANS

25.91K

Mar 31, 26

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

24.64K

Mar 31, 26

+1.12K

0.05%

Advisors Asset Management, Inc.

24.60K

Mar 31, 26

-400

0.05%

Baltimore-Washington Financial Advisors, Inc.

24.42K

Mar 31, 26

0.05%

PNC FINANCIAL SERVICES GROUP, INC.

22.82K

Mar 31, 26

+6.21K

0.04%

Cetera Investment Advisers

22.61K

Mar 31, 26

-460

0.04%

GUGGENHEIM CAPITAL LLC

21.08K

Mar 31, 26

-5.81K

0.04%

KIRR MARBACH & CO LLC /IN/

19.88K

Mar 31, 26

0.04%

Kestra Advisory Services, LLC

19.03K

Mar 31, 26

+70

0.04%

Stolper Co

18.45K

Mar 31, 26

-43.20K

0.04%

Cerity Partners LLC

18.35K

Mar 31, 26

+3.24K

0.04%

Foundations Investment Advisors, LLC

17.82K

Mar 31, 26

+113

0.03%

JOHNSON INVESTMENT COUNSEL INC

16.93K

Mar 31, 26

0.03%

First PREMIER Bank

16.57K

Mar 31, 26

0.03%

CITADEL ADVISORS LLC

15.66K

Mar 31, 26

-29.21K

0.03%

JPMORGAN CHASE & CO

15.61K

Mar 31, 26

-196

0.03%

Tower Wealth Partners, Inc.

15.60K

Mar 31, 26

+140

0.03%

Rockefeller Capital Management L.P.

15.53K

Mar 31, 26

+878

0.03%

MGO ONE SEVEN LLC

15.33K

Mar 31, 26

-6.52K

0.03%

Successful Portfolios LLC

15.21K

Mar 31, 26

0.03%

DELTA CAPITAL MANAGEMENT LLC

13.34K

Mar 31, 26

0.03%

Waverly Advisors, LLC

12.94K

Mar 31, 26

+24

0.02%

FIRST FINANCIAL BANKSHARES INC

12.72K

Mar 31, 26

0.02%

MSH Capital Advisors LLC

12.72K

Mar 31, 26

0.02%

TWIN FOCUS CAPITAL PARTNERS, LLC

12.61K

Mar 31, 26

0.02%

XTX Topco Ltd

12.36K

Mar 31, 26

+4.30K

0.02%

CORA CAPITAL ADVISORS LLC

11.98K

Mar 31, 26

0.02%

Joel Isaacson & Co., LLC

11.87K

Mar 31, 26

0.02%

CI Private Wealth, LLC

11.76K

Mar 31, 26

-229

0.02%

Savvy Advisors, Inc.

11.60K

Mar 31, 26

0.02%

SEI INVESTMENTS CO

11.34K

Mar 31, 26

+11.34K

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

11.25K

Mar 31, 26

+1.89K

0.02%

Private Advisor Group, LLC

11.12K

Mar 31, 26

-346

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

11.01K

Mar 31, 26

0.02%

NorthRock Partners, LLC

10.45K

Mar 31, 26

+10.45K

0.02%

Koshinski Asset Management, Inc.

10.20K

Mar 31, 26

0.02%

American Institute for Advanced Investment Management, LLP

10.17K

Mar 31, 26

0.02%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

10.14K

Mar 31, 26

+10.14K

0.02%

OPPENHEIMER & CO INC

10.01K

Mar 31, 26

0.02%

Integrated Wealth Concepts LLC

9.94K

Mar 31, 26

+9.94K

0.02%

NORTHERN TRUST CORP

9.82K

Mar 31, 26

-2

0.02%

MERIDIAN INVESTMENT COUNSEL INC.

9.76K

Mar 31, 26

0.02%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

9.27K

Mar 31, 26

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

8.90K

Mar 31, 26

+496

0.02%

AQR CAPITAL MANAGEMENT LLC

8.67K

Mar 31, 26

+507

0.02%

TANDEM CAPITAL MANAGEMENT CORP /ADV

8.30K

Mar 31, 26

0.02%

AMERIPRISE FINANCIAL INC

8.02K

Mar 31, 26

-1.02K

0.02%

Quantinno Capital Management LP

7.95K

Mar 31, 26

-623

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

7.53K

Mar 31, 26

-594

0.01%

Gateway Wealth Partners, LLC

7.44K

Mar 31, 26

+7.44K

0.01%

PRENTISS SMITH & CO INC

7.03K

Mar 31, 26

0.01%

Independent Family Office, LLC

6.99K

Mar 31, 26

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

6.61K

Mar 31, 26

0.01%

Baird Financial Group, Inc.

6.55K

Mar 31, 26

-1.30K

0.01%

CWM, LLC

6.42K

Mar 31, 26

0.01%

Quantedge Capital Pte Ltd

6.35K

Mar 31, 26

+6.35K

0.01%

Ancora Advisors, LLC

5.90K

Mar 31, 26

0.01%

Quent Capital, LLC

5.41K

Mar 31, 26

0.01%

UHLMANN PRICE SECURITIES, LLC

5.39K

Mar 31, 26

+5.39K

0.01%

BESSEMER GROUP INC

5.00K

Mar 31, 26

+2.20K

0.01%

MAI Capital Management

4.99K

Mar 31, 26

0.01%

US BANCORP \DE\

4.99K

Mar 31, 26

0.01%

First Command Advisory Services, Inc.

4.69K

Mar 31, 26

0.01%

Crews Bank & Trust

4.43K

Mar 31, 26

0.01%

BROWN, LISLE/CUMMINGS, INC.

4.20K

Mar 31, 26

0.01%

BNP PARIBAS ARBITRAGE, SNC

3.29K

Mar 31, 26

-5.11K

0.01%

CITIGROUP INC

3.25K

Mar 31, 26

0.01%

Parallel Advisors, LLC

3.24K

Mar 31, 26

0.01%

CENTRAL TRUST Co

3.10K

Mar 31, 26

-1.91K

0.01%

BROWN BROTHERS HARRIMAN & CO

3.06K

Mar 31, 26

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.05K

Mar 31, 26

0.01%

North Star Investment Management Corp.

2.99K

Mar 31, 26

+2.99K

0.01%

GHP Investment Advisors, Inc.

2.77K

Mar 31, 26

0.01%

ATWOOD & PALMER INC

2.73K

Mar 31, 26

0.01%

JONES FINANCIAL COMPANIES LLLP

2.64K

Mar 31, 26

0.01%

Clearstead Advisors, LLC

2.50K

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

2.23K

Mar 31, 26

+1.97K

0.00%

ASSETMARK, INC

1.64K

Mar 31, 26

0.00%

NBT BANK N A /NY

1.48K

Mar 31, 26

0.00%

Anchor Investment Management, LLC

1.47K

Mar 31, 26

-535

0.00%

Costello Asset Management, INC

1.38K

Mar 31, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

1.31K

Mar 31, 26

+1.31K

0.00%

HM PAYSON & CO

1.18K

Mar 31, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.16K

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

992

Mar 31, 26

0.00%

Hanson & Doremus Investment Management

929

Mar 31, 26

+929

0.00%

Advisory Services Network, LLC

612

Mar 31, 26

+612

0.00%

CX Institutional

602

Mar 31, 26

0.00%

CVA Family Office, LLC

464

Mar 31, 26

0.00%

Hilltop National Bank

370

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

368

Mar 31, 26

0.00%

SJS Investment Consulting Inc.

231

Mar 31, 26

0.00%

First Pacific Financial

230

Mar 31, 26

0.00%

Thomas J. Herzfeld Advisors, Inc.

195

Mar 31, 26

0.00%

IFP Advisors, Inc

180

Mar 31, 26

0.00%

Stone House Investment Management, LLC

147

Mar 31, 26

0.00%

Sound Income Strategies, LLC

145

Mar 31, 26

+60

0.00%

Strategic Investment Solutions, Inc. /IL

134

Mar 31, 26

0.00%

Center for Financial Planning, Inc.

Mar 31, 26

0.00%

NewEdge Advisors, LLC

Mar 31, 26

-138

RETIREMENT INCOME SOLUTIONS, INC

Mar 31, 26

-6.21K

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-10.14K

Choate Investment Advisors

Mar 31, 26

-6.58K

Commonwealth Retirement Investments LLC

Mar 31, 26

-900

Mezzasalma Advisors, LLC

Mar 31, 26

-6.25K

JANE STREET GROUP, LLC

Mar 31, 26

-17.17K

Heritage Wealth Advisors

18.17K

Dec 31, 25

-860

0.03%

Main Street Financial Solutions, LLC

6.29K

Dec 31, 25

-297

0.01%

CIBC Private Wealth Group, LLC

3.88K

Dec 31, 25

0.01%

McIlrath & Eck, LLC

2.29K

Dec 31, 25

+135

0.00%

COMERICA BANK

Dec 31, 25

-1.36K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-819

Mascagni Wealth Management, Inc.

Dec 31, 25

-6.20K

Bard Financial Services, Inc.

444.96K

Sep 30, 25

-25.84K

0.86%

Priebe Wealth Holdings LLC

7.58K

Jun 30, 25

-1.55K

0.01%

Transform Wealth, LLC

18.44K

Mar 31, 25

0.04%

Sheaff Brock Investment Advisors, LLC

12.19K

Mar 31, 25

-20

0.02%

HTLF Bank

217.70K

Dec 31, 24

-6.00K

0.42%

RAYMOND JAMES & ASSOCIATES

206.44K

Sep 30, 24

-89.97K

0.40%

Raymond James Financial Services Advisors, Inc.

138.78K

Sep 30, 24

-80.27K

0.27%

9258 Wealth Management, LLC

6.73K

Sep 30, 24

-284

0.01%

Carmichael Hill & Associates, Inc.

4.96K

Sep 30, 24

0.01%

RAYMOND JAMES TRUST N.A.

Sep 30, 24

-9.33K

Relative Value Partners Group, LLC

Jun 30, 24

-236.14K

Cetera Advisors LLC

16.87K

Mar 31, 24

+8.65K

0.03%

Retirement Group, LLC

Mar 31, 24

0.00%

DUBUQUE BANK & TRUST CO

249.72K

Sep 30, 23

-9.04K

0.48%

PATHSTONE FAMILY OFFICE, LLC

11.29K

Sep 30, 23

0.02%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

9.62K

Sep 30, 23

0.02%

TIAA, FSB

22.77K

Jun 30, 23

0.04%

BDO Wealth Advisors, LLC

Jun 30, 23

-125

GOFEN & GLOSSBERG LLC /IL/

8.83K

Dec 31, 22

0.02%

Laurel Wealth Advisors, Inc.

Dec 31, 22

-9.18K

FourThought Financial, LLC

9.64K

Sep 30, 22

-1.18K

0.02%

American Portfolios Advisors

300

Sep 30, 22

0.00%

STRATEGIC CAPITAL ADVISERS, INC.

22.64K

Jun 30, 22

+98

0.04%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

537.67K

Mar 31, 22

-59.64K

1.03%

Barrett Asset Management, LLC

5.06K

Mar 31, 22

-1.00K

0.01%

NEXT Financial Group, Inc

1.73K

Dec 31, 21

-1.45K

0.00%

CORNERSTONE ADVISORS INC

Dec 31, 21

Winslow, Evans & Crocker, Inc.

4.39K

Dec 31, 20

+50

0.01%

Cornerstone Advisors, Inc.

823

Sep 30, 20

0.00%

Advisor Group, Inc.

14.93K

Dec 31, 19

+3.44K

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

13.11K

Dec 31, 19

+661

0.03%

Guidant Wealth Advisors

2.60K

Sep 30, 19

0.01%

TRUST DEPARTMENT MB FINANCIAL BANK N A

Mar 31, 19

+40

0.00%

Signature Financial Management, Inc.

86.11K

Dec 31, 18

0.17%

Vantage Investment Advisors, LLC

129

Sep 30, 18

0.00%

SII INVESTMENTS INC/WI

Dec 31, 17

-17.56K

Commonwealth Equity Services, Inc

63.41K

Jun 30, 17

+3.49K

0.12%

BlackRock Investment Management, LLC

1.00K

Dec 31, 16

+1.00K

0.00%

MSI Financial Services Inc

560

Dec 31, 16

-1

0.00%

Gupta Wealth Management LLC

276

Mar 31, 16

+276

0.00%

SOUTH GEORGIA CAPITAL, LLC

200

Sep 30, 15

0.00%

Relative Value Partners, LLC

1.95M

Mar 31, 15

+26.64K

3.75%

STANCORP INVESTMENT ADVISERS INC

4.70K

Mar 31, 15

+4.70K

0.01%

Mariner Wealth Advisors-NYC, LLC

570

Mar 31, 15

+570

0.00%

NEW ENGLAND SECURITIES CORP /MA/

Dec 31, 14

0.00%

UBS AG

57.67K

Sep 30, 14

+6.34K

0.11%

COMMUNITY BANK SYSTEM, INC.

8.00K

Sep 30, 14

0.02%

1919 Investment Counsel, LLC

Sep 30, 14

-837

RBC Dominion Securities Inc.

12.06K

Dec 31, 08

+12.06K

0.02%

RBC Capital Markets, LLC

1.00K

Mar 31, 01

+1.00K

0.00%